Saturday, 29 March 2014

Rights and Bonus Issues


Rights and Bonus Issues of Shares

Rights Issues
          A rights issue offers your existing shareholders the right to buy further shares in your business, usually at a discount to the market price (how much they sell for currently). This is a cheaper way to do this over a full public offering (i.e. to everyone).  We know that they are already shareholders and may be interested in buying more. This is a way of raising finance allowing it to use the funds to purchase non-current assets, repay debts etc.
          Shares may be sold at a premium to the market price – the difference goes in the share premium a/c
          Shares are usually offered on a x to y basis (known as pro-rata) – e.g. 1 for 2 basis. If so multiply the current issued value of the shares by ½ to find out how many new shares (in £) is to be added.  Should the shares be sold at a premium then take the nominal price from the issued price and multiply by the number of shares sold.
          Exam Tip - Watch out for shares being 50p rather than £1 – This means that twice as many shares were sold!!!


Bonus Issue
          This is used as a way of keeping shareholders happy.  If a firm is unable to offer dividends (e.g. due to insufficient funds or wishes to retain the money) then it may give shares for free on an x to y basis. A bonus issue does not raise finance.
          If shares are given away on a 1 for 3 basis multiply the issued share capital (in £) by 1/3 to find out how many shares you have given away.
          However since the value of the business (i.e. total capital) does not change another capital must go down – take it from Capital Reserves (such as Share Premium or Revaluation reserve) and then, if there is still not enough the Revenue Reserves.
Bonus issues can also be used to reduce the share price (a share split) to make shares appear more attractive to potential shareholders.  For example a 1 for 9 bonus issue will recapitalise reserves making £50 shares fall to approximately £5 whilst reducing some other reserves.




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